Record a payment

Clubroll does not take your members' money. Members pay you, and you tell Clubroll what arrived so the roll, the reminders and the totals stay true.

The quick way: Mark paid

On the Dues page, each unpaid member has a row with two small boxes and a Mark paid button. The first box says how it was paid ("bank transfer" to start with; you can type "cash" or "cheque") and the second takes a reference such as a cheque number. Press Mark paid and the whole amount still owed is recorded as received today.

A different amount or date

Press Other amount on the row, or open the member's dues page. In the Payments card the form Record a payment has:

• the amount (it starts at what is still owed),
• the date it was received (not in the future),
• how it was paid, and a reference,
• an optional note,
• a tick to Email a receipt, if the member has an email address.

Press Record payment. If the amount is smaller than what is owed, it is a part payment and the line stays open for the rest. See part payments, refunds and undo.

What changes when you record one

The line becomes paid when the money received covers it. The member stops getting reminders for the year, they are no longer overdue, and if they had been lapsed by the grace rule they are active again. Every payment is a numbered entry in the ledger with your name on it.

Many at once

If your bank gives you a statement, match a bank statement finds the members for you and records the clear matches in one click.

A mistake

Press Undo on a payment you recorded in the last 30 days. The entry stays on the list, marked undone, and the line goes back to what it was.